Institutional Ownership Spdr Portfolio Aggregate Bond (SPAB)
This table provides information about the institutional ownership of Spdr Portfolio Aggregate Bond (SPAB). We have compiled data on the 568 institutions that hold shares in the stock, with a total of 271 Million shares, which have been reported (via 13F filing form) to have a value of $6.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
23,043,191
shares
|
$586 Million
0.24% of portfolio
|
Q1 2025
Reduced 10.28%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
15,955,089
shares
|
$406 Million
1.63% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
11,745,372
shares
|
$299 Million
5.59% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
11,602,702
shares
|
$295 Million
0.01% of portfolio
|
Q1 2025
Added 13.89%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
11,375,617
shares
|
$289 Million
0.1% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
9,959,641
shares
|
$253 Million
0.52% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
7,764,062
shares
|
$197 Million
4.54% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
4,819,951
shares
|
$123 Million
0.78% of portfolio
|
Q1 2025
Added 25.61%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,068,854
shares
|
$103 Million
6.87% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
3,897,587
shares
|
$99.1 Million
2.26% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
3,720,630
shares
|
$94.6 Million
0.23% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,629,531
shares
|
$92.3 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,583,777
shares
|
$91.1 Million
1.21% of portfolio
|
Q2 2022
Reduced 82.88%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
3,479,841
shares
|
$88.5 Million
9.21% of portfolio
|
Q4 2024
Added 11.9%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
3,299,115
shares
|
$83.9 Million
16.87% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
3,086,790
shares
|
$78.5 Million
9.27% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
2,940,400
shares
|
$74.8 Million
5.06% of portfolio
|
Q1 2025
Added 32.52%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
2,917,473
shares
|
$74.2 Million
2.32% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,780,233
shares
|
$70.7 Million
5.24% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,755,505
shares
|
$70.1 Million
0.03% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,557,686
shares
|
$65 Million
0.01% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
2,451,771
shares
|
$62.3 Million
7.96% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
2,449,210
shares
|
$62.3 Million
0.62% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
2,349,674
shares
|
$59.8 Million
1.45% of portfolio
|
Q1 2025
Added 11.91%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
2,282,866
shares
|
$58.1 Million
4.65% of portfolio
|
Q1 2025
Added 11.07%
|